Purchases and Sales Made in Q4 2021 in Ishares Tr Msci Eafe Small Cap (SCZ)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe Small Cap (SCZ) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE SMALL CAP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.16K+ 9.96% |
$503K - $554K
|
79.1K
$4.91M
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
7.04KNew |
$495K - $545K
|
7.04K
$437K
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.02K+ 3.49% |
$493K - $543K
|
208K
$12.9M
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
6.76K+ 12.86% |
$474K - $523K
|
59.3K
$3.68M
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
6.66KNew |
$468K - $516K
|
6.66K
$414K
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.61K+ 151.3% |
$464K - $512K
|
11K
$681K
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.57K+ 118.54% |
$461K - $509K
|
12.1K
$752K
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.46KNew |
$453K - $500K
|
6.46K
$401K
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.41K+ 3.03% |
$450K - $496K
|
218K
$13.5M
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.1KNew |
$428K - $472K
|
6.1K
$378K
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
6.03K+ 2.84% |
$424K - $467K
|
218K
$13.6M
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
6.03K+ 9.1% |
$423K - $467K
|
72.3K
$4.49M
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6KNew |
$421K - $464K
|
6K
$372K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.91K+ 10.62% |
$415K - $457K
|
61.6K
$3.82M
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
5.88K+ 2.32% |
$413K - $455K
|
259K
$16.1M
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
5.87KNew |
$412K - $454K
|
5.87K
$364K
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
5.86K+ 9.34% |
$412K - $454K
|
68.6K
$4.26M
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.83K+ 1.96% |
$409K - $451K
|
303K
$18.8M
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
5.77KNew |
$405K - $447K
|
5.77K
$358K
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.51K+ 11.13% |
$387K - $426K
|
55K
$3.41M
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.5KNew |
$386K - $425K
|
5.5K
$341K
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
5.36KNew |
$376K - $415K
|
5.36K
$333K
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.34KNew |
$375K - $413K
|
5.34K
$331K
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
5.18K+ 7.09% |
$364K - $401K
|
78.2K
$4.85M
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
5.15KNew |
$361K - $398K
|
5.15K
$319K
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.1KNew |
$358K - $395K
|
5.1K
$316K
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
5.01K+ 7.71% |
$352K - $388K
|
70K
$4.34M
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
5KNew |
$351K - $387K
|
5K
$310K
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.81KNew |
$337K - $372K
|
4.81K
$298K
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.77KNew |
$335K - $369K
|
4.77K
$296K
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.71K+ 18.47% |
$331K - $365K
|
30.2K
$1.88M
|
|
Feb 03, 2022
Q4 2021
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4.66KNew |
$327K - $361K
|
4.66K
$289K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.62KNew |
$324K - $357K
|
4.62K
$287K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
4.56K+ 82.89% |
$320K - $353K
|
10.1K
$625K
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.51K+ 80.21% |
$317K - $349K
|
10.1K
$629K
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.47K+ 3.16% |
$314K - $346K
|
146K
$9.07M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.42K+ 12.75% |
$310K - $342K
|
39.1K
$2.43M
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
4.4K+ 443.45% |
$309K - $340K
|
5.39K
$335K
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.35KNew |
$306K - $337K
|
4.35K
$270K
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.29KNew |
$301K - $332K
|
4.29K
$266K
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.28KNew |
$300K - $331K
|
4.28K
$265K
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
4.26KNew |
$299K - $330K
|
4.26K
$264K
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
4.22KNew |
$296K - $327K
|
4.22K
$262K
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
4.08KNew |
$286K - $316K
|
4.08K
$253K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.06K+ 7.06% |
$285K - $314K
|
61.5K
$3.82M
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.05KNew |
$284K - $314K
|
4.05K
$251K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4K+ 8.22% |
$280K - $309K
|
52.6K
$3.27M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.98KNew |
$279K - $308K
|
3.98K
$247K
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
3.87K+ 20.79% |
$271K - $299K
|
22.5K
$1.39M
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.85K+ 89.6% |
$270K - $298K
|
8.15K
$506K
|